IWD icon

iShares Russell 1000 Value ETF
IWD

Overview Fund Activity

713 hedge funds and large institutions have $25.6B invested in iShares Russell 1000 Value ETF in 2017 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 246 increasing their positions, 259 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
713
Holders Change
+16
Holders Change %
+2.3%
% of All Funds
17.8%
Holding in Top 10
101
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+6.32%
% of All Funds
2.52%
New
62
Increased
246
Reduced
259
Closed
41
Calls
$26.6M
Puts
$9.9M
Net Calls
+$16.7M
Net Calls Change
+$7.73M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$1.85B
2
Citigroup
Citigroup
New York
+$209M
3
GLI
Guardian Life Insurance
New York
+$71.7M
4
EFS
Edelman Financial Services
Virginia
+$58M
5
Northern Trust
Northern Trust
Illinois
+$49.3M

Top Sellers

1
American Century Companies
American Century Companies
Missouri
-$365M
2
BL
Balentine LLC
Georgia
-$163M
3
Franklin Resources
Franklin Resources
California
-$162M
4
PPA
Parametric Portfolio Associates
Washington
-$129M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$76.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
BOS
226
Bingham Osborn & Scarborough
California
$4.03M -$407K -3,434 -9%
LWA
227
Lenox Wealth Advisors
New York
$3.98M +$23.5K +198 +0.6%
MFP
228
Mosaic Financial Partners
California
$3.94M -$101K -850 -2%
DPI
229
Diversified Portfolios Inc
Michigan
$3.93M -$26.4K -223 -0.7%
DLHL
230
Donald L. Hagan LLC
Florida
$3.9M +$1.23M +10,416 +46%
MLICM
231
Metropolitan Life Insurance Company (MetLife)
New York
$3.89M -$3.42M -28,900 -47%
SSW
232
Smith Shellnut Wilson
Mississippi
$3.85M +$988K +8,333 +34%
MPM
233
Meritage Portfolio Management
Kansas
$3.84M +$234K +1,978 +7%
IWM
234
IHT Wealth Management
Illinois
$3.79M +$3.6M +30,151 +1,944%
WSTAM
235
Wilbanks Smith & Thomas Asset Management
Virginia
$3.78M -$105K -884 -3%
RTS
236
Round Table Services
New Jersey
$3.78M -$142K -1,194 -4%
FUBT
237
First United Bank & Trust
Maryland
$3.78M -$1.01M -8,506 -21%
WTC
238
WhitTier Trust Company
Nevada
$3.77M – – –
UR
239
USCA RIA
Texas
$3.72M – – –
CGL
240
Clarius Group LLC
Washington
$3.64M – – –
DMC
241
Drexel Morgan & Co
Pennsylvania
$3.62M -$1.77M -14,895 -33%
BAM
242
Berkshire Asset Management
Pennsylvania
$3.59M +$3.67K +31 +0.1%
OC
243
Oppenheimer & Co
New York
$3.55M -$643K -5,424 -15%
FIMS
244
FBL Investment Management Services
Iowa
$3.44M – – –
OFG
245
Oxford Financial Group
Indiana
$3.41M +$19K +160 +0.6%
JFG
246
JMG Financial Group
Illinois
$3.39M -$5.81K -49 -0.2%
AI
247
Atria Investments
North Carolina
$3.35M -$291K -2,454 -8%
CA
248
Cornerstone Advisory
Maryland
$3.33M -$132K -1,115 -4%
Boston Partners
249
Boston Partners
Massachusetts
$3.3M +$557K +4,703 +20%
IP
250
Investment Partners
Ohio
$3.23M +$142K +1,201 +5%
8 9
10
11 12